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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,724 | $564,480-36.5% | $141,942+152.7% | $564,480-36.5% |
| Participation rate | 83.3% | 89.1%-5.8pp | 97.9%-14.6pp | 89.1%-5.8pp |
| Annual return | -4.86% | -14.07%+9.2pp | -11.17%+6.3pp | -14.07%+9.2pp |
| Employer contribution / active EE | $5,045 | $29,221-82.7% | $6,535-22.8% | $29,221-82.7% |
| Participant deferral / active EE | $7,511 | $5,729+31.1% | $5,590+34.4% | $5,729+31.1% |
| Admin fee / account holder | $1,194 | $27,140-95.6% | $1,310-8.9% | $27,140-95.6% |